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Portfolio Manager - job 10 of 22

You Lead the Way. We’ve Got Your Back.

With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you’ll learn and grow as we help you create a career journey that’s unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally.

At American Express, you’ll be recognized for your contributions, leadership, and impact—every colleague has the opportunity to share in the company’s success. Together, we’ll win as a team, striving to uphold our company values and powerful backing promise to provide the world’s best customer experience every day. And we’ll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong.

Join Team Amex and let's lead the way together.

As part of our diverse tech team, you can architect, code and ship software that makes us an essential part of our customers’ digital lives.  Here, you can work alongside talented engineers in an open, supportive, inclusive environment where your voice is valued, and you make your own decisions on what tech to use to solve challenging problems.  American Express offers a range of opportunities to work with the latest technologies and encourages you to back the broader engineering community through open source.  And because we understand the importance of keeping your skills fresh and relevant, we give you dedicated time to invest in your professional development.  Find your place in technology on #TeamAmex.

Our industry is rapidly evolving, and we need courageous, quick thinkers who can shape the strategic decisions that lead our business forward. Whether it’s negotiating and planning our financial plan with our leaders or creating next year’s financial forecast, you can influence both the day-to-day and the future direction of the company. As part of the team, you can have the opportunity to learn and use the latest data tools and technologies and explore a range of roles to grow your career.

American Express Technology is a critical Enterprise function, serving as the backbone of all we do, from providing the underlying infrastructure of the company to building core products and services we deliver to our customers. AmEx Technology has changed dramatically over the last few years, and as Technology continues to evolve its business strategies and operating model, the Finance team will adapt accordingly to best position the organization in supporting American Express businesses.

This Portfolio Manager will manage the budget and forecasting for the Production Management and Engineering organization. This role will focus on providing critical financial insights to various teams, supporting leadership with data-driven decisions, and enhancing existing financial processes and tools. Our Finance Team is committed to ongoing improvement and evolution of its roles and responsibilities, and as such, the below may be subject to refinement, addition, or modification in the future.

Key responsibilities include:

  • Support financial planning, results analysis, and management reporting for the organization (Tech Investment, Tech Operations, and Software Capitalization)
  • Perform in-depth financial analysis, identifying trends and reporting findings to leaders for strategic decision-making
  • Maintain and update dashboards and files, ensuring accurate and timely reporting of key financial metrics
  • Prepare and support presentation materials (e.g., monthly results) for key financial metrics and trends, delivering clear insights and data for leadership discussions
  • Execute on ad hoc analyses stemming from leader asks

Minimum Qualifications:

  • Minimum 5 years of Finance or equivalent experience
  • Proficient in Microsoft suite required, especially Excel
  • Experience using Ariba, Clarity, PMDB, GL, and VPM
  • Strong financial, analytical, and problem-solving skills
  • Excellent communication skills: ability to distill financial data into clear and concise insights across various levels of leadership
  • Ability to tailor messaging to fit the audience
  • Robust skills to synthesize large amounts of complex data with the ability to draw key conclusions
  • Ability to prioritize and manage competing priorities effectively and drive results while meeting critical deadlines
  • Understanding of P&Ls, financial metrics, cost drivers and forecast methodologies 
  • Self-starter with a high degree of intellectual curiosity
  • Strong team player with the ability to work across multiple Portfolio Managers

Preferred Qualifications:

  • Apptio experience preferred
  • MBA / CPA or equivalent preferred

Salary Range: $110,000.00 to $190,000.00 annually + bonus + benefits

The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.

We back our colleagues and their loved ones with benefits and programs that support their holistic well-being. That means we prioritize their physical, financial, and mental health through each stage of life. Benefits include:

  • Competitive base salaries 
  • Bonus incentives 
  • 6% Company Match on retirement savings plan 
  • Free financial coaching and financial well-being support 
  • Comprehensive medical, dental, vision, life insurance, and disability benefits 
  • Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need 
  • 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy 
  • Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) 
  • Free and confidential counseling support through our Healthy Minds program 
  • Career development and training opportunities

For a full list of Team Amex benefits, visit our Colleague Benefits Site.

American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.

We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.

US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: https://www.eeoc.gov/poster

Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.

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Average salary estimate

$150000 / YEARLY (est.)
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$110000K
$190000K

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What You Should Know About Portfolio Manager, American Express

Are you ready to take the next step in your finance career? Join American Express as a Portfolio Manager in Sandy, Utah, and be part of a team that truly values your insights! At Amex, we’re dedicated to backing our communities and each other while supporting your personal and professional growth. You’ll have the opportunity to manage budgets and forecasts for our Production Management and Engineering organization, diving deep into financial analysis and strategic decision-making. The best part? You'll be working in an inclusive and open environment where you can share your ideas and embrace the latest technologies. Your role will involve delivering key financial insights, managing reporting metrics, and assisting leadership with data-driven support. Whether it’s preparing presentation materials or executing on ad hoc analyses, your contributions will help shape the direction we take. We're looking for someone with at least five years of finance experience, and strong analytical skills to distill complex data into concise insights. While knowledge of tools like Ariba and Clarity is preferred, what matters most is your curiosity and commitment to continuous improvement. At American Express, you're not just an employee; you're a valued member of a team that's dedicated to leadership, integrity, and inclusivity. Plus, with a competitive salary and benefits that prioritize your well-being, you'll find that Team Amex is the perfect place to grow your career and create a meaningful impact. Are you excited to lead the way together?

Frequently Asked Questions (FAQs) for Portfolio Manager Role at American Express
What responsibilities does a Portfolio Manager at American Express have?

As a Portfolio Manager at American Express, your responsibilities include supporting financial planning, results analysis, and management reporting for the organization, particularly in regard to Tech Investment and Operations. You will perform in-depth financial analysis, identify trends, and provide insights to leadership, ensuring that decision-making is data-driven. Furthermore, you will maintain dashboards for key financial metrics and prepare presentation materials that summarize findings for the company’s leaders.

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What qualifications are necessary for a Portfolio Manager position at American Express?

To qualify for the Portfolio Manager role at American Express, candidates should have a minimum of five years of experience in Finance or a related field. Proficiency in Microsoft Excel is mandatory, while experience with tools like Ariba and Clarity is advantageous. Additionally, strong analytical skills, excellent communication abilities, and an understanding of financial metrics and methodologies are essential to excel in this position.

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How does American Express support professional development for Portfolio Managers?

American Express is committed to the professional growth of its employees, including Portfolio Managers. You will receive dedicated time to invest in your development, with access to training opportunities and the chance to learn and implement the latest data tools and technologies. This supportive environment encourages you to grow your skills and advance your career alongside a team that values collaboration and shared success.

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What is the work culture like for Portfolio Managers at American Express?

The work culture for Portfolio Managers at American Express is inclusive, dynamic, and focused on collaboration. You will be part of a supportive team where your voice is valued, and you have the freedom to make decisions on the technologies you choose to solve problems. By fostering an open and encouraging environment, American Express ensures that all colleagues feel seen, heard, and appreciated in their contributions.

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What kind of financial analysis will a Portfolio Manager perform at American Express?

As a Portfolio Manager at American Express, you will engage in complex financial analysis that involves identifying trends and interpreting data to provide clear insights. This analysis will support strategic decision-making within the organization, focusing on forecasting and budgeting related to Tech Investment and Operations. Your role will be pivotal in enhancing existing financial processes and tools to drive results effectively.

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Common Interview Questions for Portfolio Manager
How do you approach financial forecasting for a complex project?

When approaching financial forecasting for a complex project, I start by gathering historical data and trends, discussing with stakeholders to understand their inputs, and using analytical tools to project future performance. I focus on accuracy in determining revenue streams and cost drivers, tailoring the model to specific project characteristics. It’s also essential to regularly review and adjust forecasts based on changing conditions.

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What experience do you have with financial reporting tools?

In my previous roles, I’ve worked extensively with various financial reporting tools such as Ariba and Clarity. I leverage these tools to maintain data integrity and create dashboards that provide real-time insights. My expertise allows me to streamline reporting processes, ensuring that leadership has timely access to critical financial metrics for decision-making.

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Can you describe a time you provided insights that influenced a strategic decision?

In my last position, I analyzed cost performance data for multiple projects, identifying a trend of escalating expenses. I presented these findings to management, recommending a shift in our operational strategy that ultimately reduced costs by 15%. My analytical insights were critical in shaping a significant strategic decision for the company.

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How do you handle tight deadlines with competing priorities?

To manage tight deadlines and multiple priorities, I prioritize tasks based on their impact and urgency. I break projects down into manageable parts, set clear milestones, and communicate effectively with my team about expectations. This way, I ensure quality output without sacrificing deadlines, while also remaining adaptable to any shifting priorities.

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What techniques do you use for in-depth financial analysis?

For in-depth financial analysis, I employ both quantitative and qualitative methods. I analyze historical data trends using statistical tools, perform variance analysis to understand discrepancies, and consult with stakeholders for insights. By combining these techniques, I can draw conclusions that lead to actionable financial strategies.

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How do you ensure accuracy in your financial reports?

To ensure accuracy in financial reports, I establish a robust review process that includes cross-checking data against original sources and utilizing software validations. I also seek peer reviews to catch potential errors and maintain comprehensive documentation to support my findings. This diligence helps me deliver reliable reports and fosters trust with stakeholders.

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Describe your experience in communicating complex financial data.

I have honed my skills in simplifying complex financial data by creating clear and concise visual representations, such as graphs and charts, and providing context to numbers. When presenting to diverse audiences, I tailor my language to ensure everyone understands the implications of the data. This approach has facilitated productive discussions and informed decision-making.

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How do you stay current with financial regulations and trends?

I stay current with financial regulations and trends by subscribing to industry newsletters, attending webinars, and engaging in professional networks. Continuous learning is vital in this fast-evolving field, and I proactively seek opportunities to enhance my knowledge and apply relevant insights to my work at American Express.

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What strategies do you employ to enhance financial processes?

I employ a mix of analytical techniques and stakeholder feedback to identify areas for improvement in financial processes. I advocate for automation where possible to reduce manual errors and streamline workflows. Additionally, by implementing regular reviews and updates based on performance metrics, I ensure that the processes remain effective and aligned with evolving business needs.

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Why do you want to work as a Portfolio Manager at American Express?

I am drawn to the Portfolio Manager role at American Express because of the company's commitment to its values and support for professional development. I believe that my background in finance aligns with American Express's innovative culture, and I am excited about the opportunity to contribute to impactful financial strategies that support the organization’s growth.

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American Express is a multinational financial services corporation and global leader in providing personal, small business, and corporate credit cards.

2970 jobs
MATCH
VIEW MATCH
BADGES
Badge Family FriendlyBadge Office VibesBadge Work&Life BalanceBadge Rapid Growth
CULTURE VALUES
Inclusive & Diverse
Empathetic
Collaboration over Competition
Growth & Learning
Transparent & Candid
BENEFITS & PERKS
Medical Insurance
Dental Insurance
Mental Health Resources
Life insurance
Disability Insurance
Child Care stipend
Employee Resource Groups
Learning & Development
FUNDING
DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
April 20, 2025

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